Newgen Software Technologies Limited — PPTs, 20-01-2026: Investor Presentation

**Business Performance:** Newgen Software reported Q3 FY26 revenue of Rs 400.3 Cr, up 5% year-over-year (YoY), and nine-month revenue of Rs 1121.7 Cr, a 6% YoY increase. Annuity revenues showed strong momentum, growing 20% YoY in Q3 and 15% YoY for the nine-month period. Banking remains the largest vertical (71% of Q3 revenue), with EMEA (31%) and India (29%) as key geographical contributors.

**Growth Drivers or Strategy:** The company's core strategy revolves around its unified Low Code digital transformation platform, NewgenONE, aiming to simplify information flow across front, middle, and back offices. A significant future growth driver is the integration of GenAI to power growth intelligence, conversion intelligence, and enhance application development and productivity.

**Recent Developments:** Newgen added 7 new customer logos in Q3 FY26, totaling 34 for the nine months. Key wins include a Rs 38.6 Cr loan origination system order from a Saudi public sector bank, a $5.3 million enterprise content platform deal with a US financial institution, and a Rs 16.5 Cr digital lending platform order from a large Indian bank.

**Key Financial Metrics:** Adjusted Profit After Tax for Q3 FY26 stood at Rs 90.1 Cr (up 1.3% YoY), with adjusted Basic EPS at Rs 6.42 (up 0.9% YoY). For the nine months, adjusted PAT was Rs 221.6 Cr (up 7.1% YoY), and adjusted Basic EPS reached Rs 15.79 (up 6.7% YoY).

**Management Commentary / Outlook:** The investor presentation emphasizes Newgen's strategic focus on AI-driven platforms and continued customer acquisition, but does not provide explicit forward-looking management commentary or outlook.